Skip to main content

For agencies & freelancers closing $2K–$15K deals

Send your new client one link.
Get the brief, files, signed contract and deposit back.

Fentyr is a client onboarding portal for agencies and freelancers. Your client fills in the brief, uploads their files, signs your contract and pays the deposit in one place, with your logo and colors. No more forms, PDFs and chasing emails.

See plans

Try the full product with sample clients — no signup required.

What client onboarding really costs you

Tools you pay for today (untick what you don't use):

Onboarding costs you

$17,676/ year

$123/mo in tools + 18 h/mo of unbilled admin ($1,350/mo)

Fentyr Pro: all of it, unlimited clients

$89/mo

You get back about

$13,908/ year

About 13× what Pro costs you.

Approximate monthly list prices of entry plans; check each vendor. Time saved assumes about 30 min of admin per client with Fentyr, the same estimate as our time calculator.

Before Fentyr / after Fentyr

The gap a branded portal closes

Today, without a system

  • Client info scattered across email, Slack, and DMs
  • Contracts emailed as PDFs, chased for signatures
  • Files lost in long threads, versions clashing
  • About 3 hours of admin per client, every single time

With one Fentyr portal

  • One branded link — everything in one place
  • Contract signed inside the portal, no PDF loop
  • Files uploaded once, organized by project
  • About 30 minutes of admin per client
3h30 minonboarding admin, per client

The real cost of messy onboarding

Sound familiar?

If onboarding still feels like a second job, you’re not alone. Most freelancers and agencies lose serious time before the “real” work even starts.

  • Chasing answers everywhere

    The same client info lives across email, Slack, DMs, and random PDFs—so you spend more time threading messages than doing the work.

  • Repeating yourself on every project

    You copy-paste the same questions, scopes, and contract snippets into yet another doc because nothing is standardized.

  • Missing files at the worst moment

    Attachments get lost in long threads, versions clash, and you’re still asking for that logo file on day three.

  • Kickoffs that drag on

    Without a clear checklist, projects start late, scope stays fuzzy, and you’re stuck in endless “quick follow-ups.”

  • Billable time eaten by admin

    Hours you could invoice disappear into onboarding chaos—chasing, formatting, and rebuilding the same assets from scratch.

Win back your time

Reclaim hours every week— without cutting corners

Fentyr replaces scattered messages and manual busywork with one branded portal and a repeatable flow. Clients know what to do; you stop re-explaining, re-asking, and re-formatting the same things.

  • Less chasing: structured steps and automatic reminders instead of endless pings.
  • Faster handoffs: forms, files, and chat live in one place per project.
  • More focus: AI drafts summaries and documents from what clients already gave you.

One product, no more tool stack

Everything your onboarding needs, in one branded portal

Replace 5 disconnected tools with one Fentyr workspace. Built for agencies who want kickoff to feel effortless—for them and their clients.

E-signature in the portal

Generate a contract from onboarding answers. Clients sign with their finger or mouse—no DocuSign, no PDFs to email back.

AI-drafted documents

Project summaries, proposals, and contracts—drafted by AI in seconds from what your client filled in. Edit in one click.

Generated by AI

Auto follow-ups

Stuck clients get nudged automatically at 48h and 96h. Personalize the message, save hours of chasing.

Day 0Invite sent
Day 2Reminder #1
Day 4Reminder #2

Multilingual portals

Show the portal in English, French, Spanish, or German per flow. Onboard international clients without translation work.

ENHi Jane
FRBonjour Jane
ESHola Jane
DEHallo Jane

Branded client portal

One link, your colors, your name. Clients see your studio—not Fentyr. White-label on Agency plan.

Analytics that matter

Completion rate, average onboarding time, MRR from portals. Spot stuck clients before they go quiet.

Stripe payments

Collect deposits at the right step. Goes to your connected Stripe account—no markup, no middleman.

**** 4242
$1,500.00Paid

Zapier webhooks

Push onboarding, signature, and payment events to 6,000+ apps. Slack, Notion, Trello, Sheets—your call.

Calendly kickoff calls

Embed a kickoff-call calendar in every client portal. Optional, but it kills email back-and-forth.

Mon
10:00
Tue
14:00
Wed
16:00

How it works

Three steps. No complexity.

  1. Create your flow

    Add steps: forms, file uploads, payments, messages. One flow, reuse for every client.

  2. Send one link

    Start a project, get a unique portal URL. Share it with your client — they see only their checklist.

  3. Get it done

    Track progress in real time. Chat inside the project. Use AI to score leads, draft proposals, and more.

Simple pricing for freelancers and agencies

Start free, no credit card. Every new account gets 7 days of Pro. Upgrade when you need more.

Join agencies saving 3+ hours per client onboarded

Billing intervalMonthlyYearly (2 months free)

Free

$0

free forever

Replaces: Google Forms + endless email threads

  • 1 onboarding flow
  • 2 new clients / month
  • Forms & file uploads
  • Branded client portal
  • 100 MB storage

Start free

Try Fentyr with real clients — free forever.

Starter

$29/ month

billed monthly

Replaces: Google Drive + DocuSign + manual follow-ups

  • 5 onboarding flows
  • 10 new clients / month
  • Automatic client reminders
  • Contracts with e-signature
  • Deposits paid in the portal
  • Calendly kickoff embed
  • AI assistant: 20 tasks / month
  • 1 GB storage

Choose Starter

Everything a freelancer needs to onboard clients.

Popular

Pro

$89/ month

billed monthly

Replaces: DocuSign + Google Drive + email sequences

  • Unlimited flows & clients
  • No Fentyr badge — 100% your brand
  • AI-drafted proposals and contracts
  • AI assistant: 100 tasks / month
  • Zapier webhooks
  • Custom domain
  • Advanced analytics
  • 3 GB storage · priority support (24h)

Choose Pro

Best fit if you onboard clients every month.

Agency

$199/ month

billed monthly

Replaces: DocuSign + Calendly + Google Drive + white-label tools — all in one

  • Everything in Pro
  • Up to 5 team members
  • Full white label
  • AI assistant: 300 tasks / month
  • 20 GB storage · priority support (12h)

Get Agency

For agencies and teams with high volume.

Ready to make onboarding feel premium?

Start with one flow, send one link, and streamline your next client project. Monthly or annual billing on Pro.

Frequently asked questions

Client Onboarding Tool for Agencies & Freelancers